Client Directory
One record per client, cases and history included
Keep each client’s contacts and cases together, take intake without re-keying, and find the full history of documents and communication in one place.
A client is a record, not just a name
Contacts, cases, documents, and the history of working together belong in one place. Bufete holds that record and connects it to every case.
Records
One record per client
Keep each client’s contacts and cases in a single record so the relationship is not scattered across files.
- One record per client with their cases and contacts
- The history of documents and communication in one place
- Every case linked back to its client
Intake
Take intake once
Capture a new client’s details at intake and reuse them instead of typing the same information again.
- Intake without re-keying
- Details flow into cases and documents
- Conflicts and duplicates flagged on entry
What it does
One record
Contacts, cases, and history in a single place.
Intake once
Client details are captured once and reused.
Full history
Every document and message kept with the client.
Who it’s for
- Firms with a broad client portfolio
- In-house teams serving several areas of the business
- Lawyers who track the full relationship, not just the file
See the client directory?
Book a demo and we’ll show you the client directory in action.